+953.7%
KEYS vs PODD
+312.4%
+641.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.6% |
| 7D | +9.4% | +4.1% | +5.3% | +8.5% |
| 30D | -16.8% | +13.9% | -30.6% | -19.1% |
| 3M | -15.9% | +4.1% | -20.0% | -17.1% |
| 6M | -17.6% | +2.4% | -20.0% | -19.8% |
| YTD | +46.5% | -46.4% | +92.9% | +63.6% |
| 1Y | +66.9% | -54.2% | +121.1% | +92.7% |
| 3Y | +141.4% | -6.9% | +148.2% | +131.5% |
| 5Y | +59.5% | -51.6% | +111.1% | +70.6% |
| 10Y | +761.1% | +329.3% | +431.8% | +476.0% |
| All | +953.7% | +312.4% | +641.3% | +578.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling